Bill Johnson
Bill Johnson Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 9, 2013. Includes 45 assets.
Est. Net Worth
$697K
2013 annual disclosure
Total Assets
$319K - $1.1M
45 assets
Total Liabilities
$0
0 liabilities
Total Trades
21
From PTR filings
Trade Volume
$193K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $338K |
| 2012 | $85K |
| 2013 | $697K |
Assets by Category
Bank & Cash$258K (3)
Retirement & Pension$202K (20)
Mutual Funds$154K (20)
Stocks$75K (1)
Insurance$8K (1)
Top Stock Holdings (from trades)
All Assets (45)
| Asset | Value |
|---|---|
MAX Federal Credit Union - Personal Bank Account | $50,001 - $100,000 |
JPMorgan Chase - Personal Bank Account | $100,001 - $250,000 |
Stonebridge 401k - AM Enhanced | $1,001 - $15,000 |
Stonebridge 401k - Artisan Mid Cap Value Fund | $1,001 - $15,000 |
Stonebridge 401k - Baron Small Cap Value Fund | $15,001 - $50,000 |
| $50,001 - $100,000 | |
IRA - SEI US Mgd Vol Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
IRA - SEI Large Cap Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
IRA - SEI Global Mgd Vol Fund | $1,001 - $15,000 |
IRA - SEI High Yield Bond Fund | $1,001 - $15,000 |
IRA - SEI US Fixed Income | $1,001 - $15,000 |
IRA - SEI Short Duration Govt | $1,001 - $15,000 |
IRA - SEI Real Return Fund | $1,001 - $15,000 |
IRA - SEI Enhanced Income Fund | $1,001 - $15,000 |
IRA - SEI Multi Strategy Fund | $1,001 - $15,000 |
IRA - SEI Multi Asset Accum Fund | $1,001 - $15,000 |
IRA - SEI Multi Asset Cap Stab Fund | $1 - $1,000 |
IRA - SEI Multi Asset Inflation Fund | $1 - $1,000 |
TOD - SEI US Mgd Volatility Fund | $1 - $1,000 |
TOD - SEI Large Cap Fund | $1 - $1,000 |
TOD - SEI Global Volatility Fund | $1,001 - $15,000 |
TOD - SEI US Fixed Income Fund | $1 - $1,000 |
TOD - SEI High Yield Bond Fund | $1 - $1,000 |
TOD - SEI Short Duration Gov Fund | $1 - $1,000 |
TOD - SEI Real Return Fund | $1 - $1,000 |
TOD - SEI Enhanced Income Fund | $1 - $1,000 |
TOD - SEI Multi Strategy Fund | $1 - $1,000 |
TOD - SEI Multi Asset Accum Fund | $1 - $1,000 |
TOD - SEI Multi Asset Cap Fund | $1 - $1,000 |
TOD - SEI Multi Asset Inflation Fund | $1 - $1,000 |
Non-IRA Brokerage - All Bern Henn | $1,001 - $15,000 |
Non-IRA Brokerage - Eaton Vance Alt Cap Foc Growth | $1,001 - $15,000 |
Non-IRA Brokerage - Fidelity Adv Intl Cap | $1,001 - $15,000 |
Non-IRA Brokerage - Oppenheimer Glob Strat Inc | $15,001 - $50,000 |
Non-IRA Brokerage - Columbia Cap Alloc Moderate | $50,001 - $100,000 |
Riversource Variable Univ Life | $1,001 - $15,000 |
Traditional IRA Columbia Funds - Columbia Cap Alloc | $1,001 - $15,000 |
Beneficial IRA Columbia Funds - Columbia Cap Alloc | $15,001 - $50,000 |
Roth IRA Columbia Funds - Columbia Cap Alloc Moderate | $1,001 - $15,000 |
METLIFE Total Control Account | $1,001 - $15,000 |
Columbia Div Eq Inc | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$33K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).